Introduction
Learning the essentials of Salesforce
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1. Getting Started with Salesforce
Accessing Salesforce through your company
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Accessing Salesforce on your own
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How Salesforce organizes your customer data
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How to navigate Salesforce
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Using search in Salesforce
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Rely on the Salesforce home tab
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2. Manage Current Customers as Accounts and Contacts
How to create accounts
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How to add contacts to accounts
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How to create tasks
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Use list views
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Create custom list views
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Use simple account and contact reports
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3. Manage Potential Deals as Opportunities
What are opportunities in Salesforce?
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How to create an opportunity
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Link contacts to opportunities
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How Path can save you time
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Use the Kanban to keep opportunities updated
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How to use opportunity reports and dashboards
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Manage activities to move deals forward
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4. Manage Prospects as Leads
What are leads in Salesforce
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Managing a lead through qualification
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How to convert a lead into a customer
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